HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.51M
3
+$4.21M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.04M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M

Top Sells

1
+$601K
2
+$536K
3
+$512K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.29%
2 Financials 3.51%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.07%
+5,845
102
$251K 0.07%
4,595
-1,929
103
$251K 0.07%
1,803
+49
104
$248K 0.07%
+486
105
$248K 0.07%
455
+2
106
$247K 0.07%
1,220
-91
107
$244K 0.07%
1,144
-128
108
$237K 0.06%
2,042
-51
109
$231K 0.06%
2,040
+26
110
$229K 0.06%
13,952
111
$222K 0.06%
+765
112
$222K 0.06%
+2,895
113
$220K 0.06%
+1,706
114
$217K 0.06%
+1,459
115
$215K 0.06%
+46
116
$214K 0.06%
3,285
-14
117
$207K 0.06%
844
-46
118
$203K 0.05%
+1,784
119
$202K 0.05%
+3,895
120
$199K 0.05%
+821
121
$197K 0.05%
+312
122
$193K 0.05%
+1,599
123
$192K 0.05%
+325
124
$189K 0.05%
+8,424
125
$182K 0.05%
+583
3 4
5
6 7